Please join us for a breakfast discussion of sophisticated financial and tax strategies. The topic of conversation will be:

The Coward's Portfolio

How much of your Investment assets are you comfortable risking in the stock market?

Date and time:

Wednesday, November 14, 2018
9:15 a.m. –11 a.m.

The Coward’s Portfolio is aimed at identifying opportunities in the market that will assist the conservative investor in reaching their goals and objectives while still feeling comfortable with the level of risk that they take on.

Hosted by:

Cengiz N. Volkan, AIF®, CIMA®, CPM®

Senior Vice President – Financial Advisor
Senior Portfolio Manager
PVG Group, RBC Wealth Management

Location:

Manhattan Country Club
1330 Parkview Avenue
Manhattan Beach, CA 90266

 

RSVP by calling (310) 683-6692 or by email to george.castrillon@rbc.com.
This presentation is designed for portfolios of investable assets of $5 million or more. We encourage both spouses to attend.
If you wish to invite a friend or colleague, please call us at (310) 683-6692.
Seating is limited.